Eaton Vance Tax-Advantaged Dividend Income Fund - EVT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SMH CAPITAL ADVISORS INC | History | Added to | 9,603 | 268,018 | 1.01% | 1.01% | 1 | +256 | 2.74% | Q3 2026 | Oct 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,020,608 | 28,250 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 991,440 | 27,443 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1607 Capital Partners, LLC | History | No change | 946,952 | 26,211 | 2.28% | 2.28% | 4 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 902,526 | 24,981 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 817,695 | 22,633 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 777,149 | 21,511 | 2.61% | 2.61% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 763,634 | 21,137 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 705,622 | 19,693 | 0.56% | 0.58% | 9 | -21,682 | -2.98% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | No change | 538,364 | 14,901 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 433,686 | 12,004 | 0.12% | 0.12% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Karpus Management, Inc. | History | No change | 412,721 | 11,424 | 0.33% | 0.33% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 384,058 | 10,719 | 5.31% | 5.45% | 13 | +14,567 | 3.94% | Q3 2026 | Nov 02, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 375,585 | 10,396 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 314,076 | 8,694 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 247,099 | 6,839 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 229,857 | 6,362 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 218,584 | 6,050 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 208,410 | 5,768 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 196,431 | 5,437 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 172,878 | 4,785 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 159,921 | 4,433 | 0.01% | 0.01% | 22 | +5,980 | 3.88% | Q3 2026 | Oct 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 159,161 | 4,405 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 156,281 | 4,325 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 154,389 | 4,308 | 0.03% | 0.0% | 25 | +141,446 | 1092.84% | Q3 2026 | Oct 16, 2026 |
| &PARTNERS | History | No change | 146,491 | 4,054 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | Added to | 132,653 | 3,702 | 1.83% | 1.68% | 27 | +3,818 | 2.96% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 132,276 | 3,691 | 0.0% | 0.0% | 28 | +12,077 | 10.05% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 120,137 | 3,325 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Reduced | 113,141 | 3,157 | 0.1% | 0.1% | 30 | -2,458 | -2.13% | Q3 2026 | Oct 30, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 110,513 | 3,059 | 0.45% | 0.44% | 31 | -1,648 | -1.47% | Q3 2026 | Nov 03, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 109,430 | 3,054 | 0.0% | 0.0% | 32 | +11,018 | 11.2% | Q3 2026 | Nov 04, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 100,498 | 2,804 | 0.88% | 0.56% | 33 | +35,707 | 55.11% | Q3 2026 | Oct 23, 2026 |
| Shaker Financial Services, LLC | History | New | 94,702 | 2,643 | 0.87% | — | 34 | +94,702 | New | Q3 2026 | Oct 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 93,032 | 2,575 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MRA Advisory Group | History | Added to | 89,773 | 2,505 | 0.94% | 0.89% | 36 | +636 | 0.71% | Q3 2026 | Oct 07, 2026 |
| True North Advisors, LLC | History | Added to | 86,922 | 2,425 | 0.18% | 0.07% | 37 | +59,922 | 221.93% | Q3 2026 | Oct 22, 2026 |
| PMG Family Office LLC | History | Added to | 84,307 | 2,353 | 2.18% | 2.1% | 38 | +1,997 | 2.43% | Q3 2026 | Oct 19, 2026 |
| 1776 Wealth LLC | History | No change | 76,286 | 2,111 | 0.74% | 0.74% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 73,059 | 2,039 | 0.0% | 0.0% | 40 | -3,135 | -4.11% | Q3 2026 | Nov 02, 2026 |
| Accel Wealth Management | History | Reduced | 72,433 | 2,021 | 0.44% | 0.46% | 41 | -2,221 | -2.98% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 71,694 | 1,984 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 56,486 | 1,564 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 56,082 | 1,552 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 50,278 | 1,391 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 47,657 | 1,319 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 46,606 | 1,300 | 0.04% | 0.04% | 47 | +468 | 1.01% | Q3 2026 | Nov 05, 2026 |
| Saba Capital Management, L.P. | History | No change | 44,169 | 1,222 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 43,212 | 1,189 | 0.02% | 0.01% | 49 | +8,784 | 25.51% | Q3 2026 | Nov 04, 2026 |
| Founders Financial Alliance, LLC | History | No change | 40,261 | 1,114 | 0.15% | 0.15% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 39,652 | 1,097 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 35,450 | 981 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 28,170 | 786 | 0.0% | 0.0% | 53 | -2,397 | -7.84% | Q3 2026 | Nov 02, 2026 |
| Snowden Capital Advisors LLC | History | No change | 27,899 | 772 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 27,617 | 764 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 27,235 | 760 | 0.02% | 0.02% | 56 | -112 | -0.41% | Q3 2026 | Oct 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 26,790 | 741 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 25,816 | 714 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| XTX Topco Ltd | History | No change | 25,631 | 709 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 25,438 | 704 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 25,274 | 699 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Live Oak Private Wealth LLC | History | No change | 24,589 | 686 | 0.08% | 0.09% | 62 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| COMMONS CAPITAL, LLC | History | Reduced | 23,808 | 664 | 0.45% | 0.47% | 63 | -223 | -0.93% | Q3 2026 | Nov 05, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 23,984 | 663 | 0.19% | 0.19% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 23,131 | 645 | 0.03% | 0.03% | 65 | -3,175 | -12.07% | Q3 2026 | Nov 04, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 21,957 | 612 | 0.11% | 0.11% | 66 | +188 | 0.86% | Q3 2026 | Oct 21, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 20,918 | 583 | 0.14% | 0.14% | 67 | +1,199 | 6.08% | Q3 2026 | Nov 02, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 20,000 | 558 | 0.14% | 0.14% | 68 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 19,500 | 539 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JGP Wealth Management, LLC | History | No change | 18,938 | 528 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 18,372 | 508 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 17,919 | 500 | 0.0% | 0.01% | 72 | -935 | -4.96% | Q3 2026 | Oct 20, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 17,899 | 499 | 0.0% | 0.0% | 73 | -700 | -3.76% | Q3 2026 | Oct 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 17,544 | 489 | 0.01% | 0.01% | 74 | +302 | 1.75% | Q3 2026 | Nov 04, 2026 |
| Summit Financial, LLC | History | No change | 16,845 | 466 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 16,000 | 446 | 0.07% | 0.06% | 76 | +3,500 | 28.0% | Q3 2026 | Nov 03, 2026 |
| Heritage Trust Co | History | No change | 15,875 | 439 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 15,480 | 432 | 0.06% | 0.07% | 78 | -1,157 | -6.95% | Q3 2026 | Oct 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 15,228 | 421 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 14,934 | 416 | 0.13% | 0.13% | 81 | -173 | -1.15% | Q3 2026 | Oct 29, 2026 |
| FIDUCIARY TRUST CO | History | No change | 15,047 | 416 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,943 | 413 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JANE STREET GROUP, LLC | History | No change | 14,549 | 402 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 14,381 | 401 | 0.0% | 0.0% | 84 | +1,627 | 12.76% | Q3 2026 | Oct 26, 2026 |
| Allworth Financial LP | History | No change | 13,832 | 382 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 13,799 | 381 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Lido Advisors, LLC | History | New | 13,578 | 378 | 0.0% | — | 87 | +13,578 | New | Q3 2026 | Nov 04, 2026 |
| Cerity Partners LLC | History | No change | 13,359 | 369 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 13,217 | 365 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 13,000 | 362 | 0.06% | 0.07% | 90 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Abel Hall, LLC | History | No change | 13,000 | 362 | 0.07% | 0.06% | 91 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 13,000 | 359 | 0.11% | 0.11% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,979 | 334 | 0.01% | 0.01% | 93 | +6 | 0.05% | Q3 2026 | Oct 22, 2026 |
| HBK Sorce Advisory LLC | History | No change | 11,650 | 334 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kovack Advisors, Inc. | History | No change | 11,783 | 327 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 11,625 | 324 | 0.13% | 0.09% | 96 | +3,129 | 36.83% | Q3 2026 | Oct 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,086 | 309 | 0.0% | 0.0% | 97 | +39 | 0.35% | Q3 2026 | Oct 30, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 10,663 | 295 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,415 | 290 | 0.01% | 0.01% | 99 | -500 | -4.58% | Q3 2026 | Oct 13, 2026 |
| World Investment Advisors | History | No change | 11,279 | 281 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 10,132 | 280 | 0.19% | 0.19% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,018 | 277 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 10,000 | 276 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Axiom Investment Management LLC | History | Reduced | 9,841 | 274 | 0.23% | 0.18% | 104 | -119 | -1.19% | Q3 2026 | Nov 03, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 9,723 | 271 | 0.1% | 0.14% | 105 | -3,792 | -28.06% | Q3 2026 | Nov 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,741 | 269 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| North Star Investment Management Corp. | History | Reduced | 9,544 | 266 | 0.01% | 0.02% | 107 | -1,350 | -12.39% | Q3 2026 | Oct 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,418 | 262 | 0.0% | 0.01% | 108 | -4,074 | -30.2% | Q3 2026 | Oct 28, 2026 |
| Dakota Wealth Management | History | No change | 9,005 | 249 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,665 | 241 | 0.0% | — | 110 | +8,665 | New | Q3 2026 | Nov 02, 2026 |
| Next Level Private LLC | History | Added to | 8,434 | 235 | 0.05% | 0.04% | 111 | +146 | 1.76% | Q3 2026 | Oct 20, 2026 |
| COMMERCE BANK | History | No change | 8,000 | 221 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 7,550 | 212 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,525 | 208 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | No change | 7,398 | 204 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 7,259 | 200 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 5,108 | 141 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | Added to | 4,958 | 138 | 0.0% | 0.0% | 118 | +4,790 | 2851.19% | Q3 2026 | Oct 21, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,850 | 135 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,799 | 133 | 0.01% | 0.01% | 120 | -469 | -8.9% | Q3 2026 | Oct 20, 2026 |
| Jacobi Capital Management LLC | History | New | 4,036 | 112 | 0.01% | — | 121 | +4,036 | New | Q3 2026 | Nov 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,450 | 95 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,159 | 88 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Investors Research Corp | History | No change | 3,145 | 87 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,119 | 87 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,960 | 81 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank & Trust Co | History | No change | 2,729 | 76 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Parvin Asset Management, LLC | History | No change | 2,350 | 65 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 2,047 | 57 | 0.0% | 0.02% | 130 | +1,742 | 571.15% | Q3 2026 | Nov 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,048 | 57 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,719 | 47 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Latitude Advisors, LLC | History | New | 1,600 | 44 | 0.01% | — | 133 | +1,600 | New | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Added to | 1,600 | 44 | 0.0% | 0.0% | 132 | +100 | 6.67% | Q3 2026 | Oct 16, 2026 |
| GAMMA Investing LLC | History | No change | 1,500 | 41 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,381 | 38 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| US BANCORP \DE\ | History | New | 1,200 | 33 | 0.0% | — | 136 | +1,200 | New | Q3 2026 | Nov 05, 2026 |
| McCarley & Cook Financial Planners | History | No change | 1,106 | 30 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,018 | 28 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,015 | 28 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 923 | 25 | 0.0% | 0.0% | 140 | +3 | 0.33% | Q3 2026 | Oct 08, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 878 | 24 | 0.02% | 0.08% | 141 | -2,807 | -76.17% | Q3 2026 | Nov 02, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 800 | 22 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caldwell Trust Co | History | No change | 816 | 22 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 700 | 19 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 486 | 13 | 0.0% | 0.0% | 146 | -758 | -60.93% | Q3 2026 | Oct 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 499 | 13 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kilter Group LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 425 | 11 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 359 | 9 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 318 | 8 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Rossby Financial, LCC | History | New | 258 | 7 | 0.0% | — | 151 | +258 | New | Q3 2026 | Nov 05, 2026 |
| Kennebec Savings Bank | History | Reduced | 196 | 5 | 0.0% | 0.02% | 152 | -600 | -75.38% | Q3 2026 | Oct 22, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 201 | 5 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BFC Planning, Inc. | History | No change | 168 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 43 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,873 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,604 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -875 | -100.0% | Q3 2026 | Oct 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -588 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Community Financial Services Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -439 | -100.0% | Q3 2026 | Oct 26, 2026 |
| City State Bank | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PlanVest Financial, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |